PFGIA
OPLN

Patriot Financial Group Insurance Agency’s Openlane OPLN Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio OPLN Stock Details OPLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-400
Closed -$7K – 2103
2022
Q1 		$7K Sell
400
-350
-47% -$5.61K ﹤0.01% 1496
2021
Q4 		$12K Buy
750
+100
+15% +$1.53K ﹤0.01% 1424
2021
Q3 		$11K Hold
650
– – ﹤0.01% 1439
2021
Q2 		$11K Hold
650
– – ﹤0.01% 1415
2021
Q1 		$10K Hold
650
– – ﹤0.01% 1356
2020
Q4 		$12K Buy
650
+250
+63% +$4.32K ﹤0.01% 1158
2020
Q3 		$6K Buy
400
+100
+33% +$1.56K ﹤0.01% 1184
2020
Q2 		$4K Buy
+300
New +$4.12K ﹤0.01% 1238

Other funds holding OPLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Patriot Financial Group Insurance Agency's OPLN Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of Openlane (OPLN) in Q2 2022, closing a stake of 400 shares — an estimated $7K sold.

Patriot Financial Group Insurance Agency first reported a position in OPLN in Q2 2020 and held it in 8 quarters. The position peaked at $12K in Q4 2021. 217 funds tracked by Wall St. Rank hold OPLN as of Q2 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Openlane position as of Q2 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 400 Openlane shares in Q2 2022, an estimated $7K.
  • Patriot Financial Group Insurance Agency first reported a position in Openlane in Q2 2020 and held it in 8 quarters.
  • Patriot Financial Group Insurance Agency's Openlane position peaked at $12K in Q4 2021.
  • 217 funds tracked by Wall St. Rank held Openlane as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.